Photonics– category –
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Coherent Breaks Ground on Texas InP Fab with $2 Billion NVIDIA Backing to Bolster AI Optical Tech Supply
AI Weekly USA Overview Coherent has commenced construction on an Indium Phosphide (InP) manufacturing facility in Sherman, Texas, supported by a $2 billion investment from NVIDIA. This new fab aims to significantly expand the production ... -
Tower Semiconductor and Marvell Exceed 5 Million Coherent PIC Shipments for AI Data Centers, Driving High-Performance Connectivity
PIC Magazine USA Overview Tower Semiconductor and Marvell have announced shipping over 5 million coherent Photonic Integrated Circuits (PICs) for AI data centers. This milestone underscores their success in delivering high-speed, low-pow... -
Photonics Weekly Report May 13, 2026
📄 Weekly Report June 13, 2026 (PDF) — Download Weekly Report June 13, 2026 (PDF) — DownloadDownload 🎙 Podcast June 13, 2026 (MP3) — Play & Download PhotonicsEnglishPodcast_20260613.mp3Download View Past Weekly Reports→ -
Novel Material Overcomes Low-Energy Optical Modulation Barriers, Enhancing AI Scaling and Optical Networks
The Brighter Side News USA Overview Researchers have developed a novel material that enables low-energy optical signal modulation, overcoming a major barrier to AI scaling. This innovative material functions without requiring electric fi... -
NTT, SK Group, and Chunghwa Telecom Invest $500 Million in ‘IOWN AI Fund’ to Address AI Power Consumption Challenges
Telecoms Tech News UK Overview NTT, SK Group, and Chunghwa Telecom have established the $500 million 'IOWN AI Fund' to address the power consumption challenges in AI infrastructure, based on NTT's Innovative Optical and Wireless Network ... -
Data Gravity Analysis: AI Interconnects Shift from Copper to Optical, with NVIDIA Leading with CPO-Equipped Spectrum-X Switches
Data Gravity USA Overview Data Gravity's analysis indicates that frontier AI performance constraints are shifting from accelerator supply to interconnects, highlighting challenges in chip-to-chip, GPU-to-GPU, and rack-to-rack connectivit... -
Broadcom Advances Next-Gen 200 Terabit Switch Tapeout with 1.6T DSP and CPO Technology, Targeting $100 Billion in AI Revenue
Techstock01 | Substack USA Overview Broadcom is progressing with the tapeout of its next-generation 200 terabit switch, championing Co-Packaged Optics (CPO), 1.6 terabit DSPs, CW, and EML lasers as industry standards. The company is stra... -
NVIDIA CEO Jensen Huang Unveils ‘Copper-and-Optics Roadmap,’ Positioning CPO as Core AI Infrastructure by 2028
Futubull Community Hong Kong Overview NVIDIA CEO Jensen Huang presented the 'Copper-and-Optics Roadmap' for AI infrastructure at COMPUTEX TAIPEI 2026, signaling a shift from copper to optical fiber for data center interconnects. The road... -
Cignal AI Forecasts Coherent Pluggable Optics to Lead Telecom Bandwidth, with 800ZR+ Driving ‘Scale-Across’ AI Data Center Applications
Cignal AI USA Overview Cignal AI's new Pluggable Applications Forecast reveals that coherent pluggable optics are leading the telecom market in deployed bandwidth, primarily driven by AI data center interconnect demands. Specifically, 80... -
Enablence Technologies Secures $5.3 Million Order for Next-Gen 800G/1.6T Optical Communication Products for North American Hyperscalers
Stock Titan (Newsfile Corp.) Canada Overview Enablence Technologies Inc. has received a $5.3 million order for FR8 wavelength management products supporting next-generation 800G and 1.6T optical transceivers for North American AI hypersc...
